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iShares 1-5 Year Investment Grade Corporate Bond ETF

890 hedge funds and large institutions have $15.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 331 increasing their positions, 322 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 50

2% more funds holding

Funds holding: 876890 (+14)

4% more capital invested

Capital invested by funds: $15.2B → $15.9B (+$681M)

3% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 322

0.41% less ownership

Funds ownership: 74.55%74.14% (-0.41%)

12% less funds holding in top 10

Funds holding in top 10: 7364 (-9)

Holders
890
Holders Change
+14
Holders Change %
+1.6%
% of All Funds
12.78%
Holding in Top 10
64
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.33%
% of All Funds
0.92%
New
76
Increased
331
Reduced
322
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Stratos Wealth Partners
Ohio
$3.42M +$2.66M +51,120 +372%
AA
302
Argent Advisors
Louisiana
$3.41M -$9.99M -192,058 -75%
IDBONY
303
Israel Discount Bank of New York
New York
$3.4M -$40.3K -775 -1%
GCA
304
Gradient Capital Advisors
California
$3.39M +$274K +5,263 +9%
AIA
305
Ally Invest Advisors
North Carolina
$3.37M +$162K +3,111 +5%
HF
306
HRT Financial
New York
$3.34M +$3.3M +63,356 New
FA
307
FDx Advisors
Illinois
$3.33M -$633K -12,173 -16%
AAMC
308
Asset Allocation & Management Company
Illinois
$3.33M +$163K +3,138 +5%
HCM
309
Hollencrest Capital Management
California
$3.21M -$104K -2,006 -3%
PJSIMP
310
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.15M -$258K -4,958 -8%
PA
311
Parallel Advisors
California
$3.11M -$69.6K -1,337 -2%
NAM
312
NTV Asset Management
West Virginia
$3.09M -$151K -2,908 -5%
WCM
313
Washington Capital Management
Washington
$3.08M
EDRH
314
Edmond de Rothschild Holding
Switzerland
$3.04M -$488K -9,373 -14%
VIA
315
Vantagepoint Investment Advisers
District of Columbia
$2.99M -$4.16M -80,000 -59%
GAM
316
Gemmer Asset Management
California
$2.94M +$156K +2,998 +6%
WAOTB
317
Wealth Advisors of Tampa Bay
Florida
$2.9M +$2.87M +55,126 New
NA
318
NewEdge Advisors
Louisiana
$2.9M +$361K +6,934 +14%
AWM
319
Aries Wealth Management
Maine
$2.87M +$74.2K +1,425 +3%
PAS
320
Park Avenue Securities
New York
$2.85M +$551K +10,592 +24%
SWP
321
SIMA Wealth Partners
Virginia
$2.84M +$70.9K +1,363 +3%
RG
322
Rathbones Group
United Kingdom
$2.83M -$198K -3,813 -7%
IAG
323
Investment Advisory Group
Massachusetts
$2.83M -$14K -269 -0.5%
IFG
324
Independent Financial Group
California
$2.82M +$2.36M +45,262 +541%
VFPW
325
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.79M -$63K -1,211 -2%

IGSB Hedge Fund Activity: Q3 2024 in Review

890 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2024, worth a combined $15.9B — up 4.5% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IGSB positions and 50 closed out — a net gain of 26 holders — while 331 added to existing stakes and 322 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $104M. The largest seller was Dynasty Wealth Management, exiting entirely with an estimated $72.4M sold.

  • 890 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2024, up from 876 in Q2 2024.
  • Funds reported $15.9B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 76 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 50 closed out, a net change of +26 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $104M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Dynasty Wealth Management, an estimated $72.4M sold.

Based on aggregated 13F filings for Q3 2024.